Insurance Sales Apprentice - Hands-on Training & Growth

Farmers Insurance office of Dave Franck-The District 08 Page; Chicago (IL); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

Dental Insurance

Health Insurance

Life Insurance

PTO

Vision Insurance

Hands on Training

Career Growth Opportunities

Mon-Fri Schedule

Job summary

Farmers Insurance in Chicago offers an Agent Apprentice/Protege role focused on supporting the agency's sales efforts, managing client relationships, and ensuring smooth execution of the sales process. You will help with lead generation, schedule meetings, prepare presentations, and track performance metrics while providing excellent service.

The role emphasizes training and growth, with a Mon-Fri schedule and opportunities to advance within the agency.

Qualifications

• High school diploma or equivalent; a bachelor’s degree in Business, Marketing, or a related field is preferred.
• Previous experience in sales, customer service, or the insurance industry is advantageous.
• Must hold or be willing to obtain relevant state insurance licenses (Property & Casualty, Life & Health).
• Excellent organizational, communication, and interpersonal skills. Strong attention to detail and ability to multitask. Proficiency in using CRM software and digital marketing tools.

Responsibilities

• Assist the agency in generating leads through various methods, including research, referrals, and marketing campaigns.
• Schedule and coordinate appointments and meetings for the sales team with prospective clients.
• Prepare and distribute sales materials, presentations, and proposals.
• Track and monitor sales metrics, including leads, conversion rates, and sales performance.
• Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly.
• Maintain and update client records in the CRM system, ensuring accuracy and completeness.
• Follow up with clients post-meeting to gather feedback and address any additional needs.
• Assist clients with policy changes, renewals, and claims processing.
• Prepare and submit insurance applications and policy renewals.
• Ensure all sales documentation is complete, accurate, and submitted in a timely manner.
• Manage the sales calendar, coordinating team schedules and client appointments.
• Generate and distribute sales reports and performance metrics to the sales team and management.
• Support marketing initiatives to generate new leads and promote the company's insurance products.
• Assist with organizing and coordinating sales events, webinars, and community outreach activities.
• Utilize digital marketing tools and social media to enhance the agency's visibility and engagement.
• Ensure all sales activities comply with state and federal regulations and company policies.
• Maintain the highest level of ethical standards and integrity in all business dealings.
• Work collaboratively with other team members and departments to ensure seamless client service.
• Participate in team meetings and training sessions to enhance knowledge and skills.
• Provide administrative and logistical support to the sales team as needed.

Skills

Sales experience

CRM proficiency

Customer service

Communication skills

Education

High school diploma

Bachelor's degree in Business

Tools

CRM software

Marketing tools

Job description

Farmers Insurance in Chicago offers an Agent Apprentice/Protege role focused on supporting the agency's sales efforts, managing client relationships, and ensuring smooth execution of the sales process. You will help with lead generation, schedule meetings, prepare presentations, and track performance metrics while providing excellent service.

The role emphasizes training and growth, with a Mon-Fri schedule and opportunities to advance within the agency.